SuiteFiles

Show rating breakdown
66 reviews
  • 1 profiles
  • 8 categories
Average star rating
4.5
Serving customers since
2012

Profile Name

Star Rating

47
17
1
0
1

SuiteFiles Reviews

Review Filters
Profile Name
Star Rating
47
17
1
0
1
SH
Samantha H.
Client Services AssistantMid-Market (51-1000 emp.)
02/11/2024
Validated Reviewer
Verified Current User
Review source: Organic

Great Site

It's easy to use. Helpful with organizing clients' documentation. Would recommend this site to other businesses!
PM
Paul M.
DirectorSmall-Business (50 or fewer emp.)
02/09/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

One Stop Shop for All Document Management Needs

SuiteFiles provides a great web-based interface to SharePoint. It also integrates nicely with Microsoft365, in particular OneDrive and Outlook. I can enable a client portal for easy exchange of documents with my clients and create documents for secure digital signing. From Outlook we can save emails into client files so that the whole team can be across whatever we are discussing with our client and pick up where the last person left off - very useful if someone is away sick and they need someone else to continue dealing with an urgent request from a client. SuiteFiles will also integrate with a number of industry standard systems that Chartered Accountants use every day in addition to Microsoft365 such as Xero, CCH iFirm, MYOB and APS. We really like the way we can attach files to the CCH Business Fitness client workpapers.
KS
Kayley S.
AccountantSmall-Business (50 or fewer emp.)
02/08/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Seamless integration and ease in work life.

The integration between different programmes I use every day, makes my work day a lot easier and faster. I use it daily through emails and documents. They are always updating so it remains relevant and useful.

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HQ Location:
Wellington, NZ

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What is SuiteFiles?

SuiteFiles is an intelligent workspace built for how accounting and professional service firms actually get work done. We bring documents, email, client collaboration, and workflows into one system—so your team spends less time managing tools and more time delivering finished, client-ready work. Deeply integrated with Microsoft 365, Xero, Karbon, and more, SuiteFiles is the system underneath the firm.

Details

Year Founded
2012